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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,321 | $105,200-55.0% | $159,474-70.3% | $85,847-44.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.33% | 45.08%-29.7pp | 263.68%-248.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $3,250 | $3,319-2.1% | $4,831-32.7% | $2,565+26.7% |
| Participant deferral / active EE | $4,433 | $5,946-25.4% | $7,353-39.7% | $3,952+12.2% |
| Admin fee / account holder | $339 | $6,934-95.1% | $10,802-96.9% | $6,261-94.6% |